IVC Wealth Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $231K | Sell |
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|
2025
Q2 | $207K | Buy |
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|
2025
Q1 | $214K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $226K | Sell |
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|
2024
Q2 | $385K | Sell |
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|
2024
Q1 | $447K | Sell |
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|
2023
Q4 | $366K | Sell |
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|
2023
Q3 | $338K | Buy |
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|
2023
Q2 | $267K | Sell |
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|
2023
Q1 | $285K | Sell |
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|
2022
Q4 | $293K | Buy |
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|
2022
Q3 | $222K | Buy |
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|
2022
Q2 | $224K | Buy |
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|
2022
Q1 | $236K | Buy |
|